Marshfield Associates as of June 30, 2013
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 27 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 9.7 | $125M | 3.0M | 41.27 | |
| Arch Capital Group (ACGL) | 8.6 | $110M | 2.1M | 51.41 | |
| Brown & Brown (BRO) | 8.3 | $106M | 3.3M | 32.24 | |
| Yum! Brands (YUM) | 6.9 | $89M | 1.3M | 69.34 | |
| Moody's Corporation (MCO) | 6.4 | $82M | 1.3M | 60.93 | |
| Goldman Sachs (GS) | 5.9 | $75M | 498k | 151.25 | |
| Toll Brothers (TOL) | 5.5 | $71M | 2.2M | 32.63 | |
| Leucadia National | 4.8 | $61M | 2.3M | 26.22 | |
| Fairfax Financial Holdings Lim (FRFHF) | 4.7 | $60M | 153k | 390.10 | |
| U.S. Bancorp (USB) | 4.4 | $56M | 1.6M | 36.15 | |
| Martin Marietta Materials (MLM) | 3.9 | $50M | 509k | 98.42 | |
| NVR (NVR) | 3.6 | $46M | 50k | 921.99 | |
| Expeditors International of Washington (EXPD) | 3.2 | $42M | 1.1M | 38.04 | |
| CapitalSource | 3.2 | $41M | 4.4M | 9.38 | |
| Fastenal Company (FAST) | 2.8 | $36M | 786k | 45.79 | |
| C.H. Robinson Worldwide (CHRW) | 2.6 | $33M | 591k | 56.31 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $33M | 295k | 111.92 | |
| MasterCard Incorporated (MA) | 2.6 | $33M | 57k | 574.50 | |
| Allied World Assurance | 2.0 | $26M | 286k | 91.51 | |
| Union Pacific Corporation (UNP) | 1.9 | $25M | 159k | 154.28 | |
| Devon Energy Corporation (DVN) | 1.6 | $20M | 386k | 51.88 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $19M | 113.00 | 168601.77 | |
| Waters Corporation (WAT) | 1.2 | $15M | 154k | 100.05 | |
| Visa (V) | 1.1 | $14M | 79k | 182.76 | |
| McDonald's Corporation (MCD) | 0.7 | $9.5M | 96k | 99.00 | |
| Crimson Wine (CWGL) | 0.1 | $2.0M | 231k | 8.52 | |
| HomeFed Corporation | 0.0 | $559k | 17k | 32.51 |
